Stock Study Equity Research for Openclaw

A high-fidelity equity research tool that transforms AI agents into senior investment analysts for deep ticker analysis and market consensus.

rickzhou
v1.0.0
Mar 2, 2026
0
5.2k
0

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install stock-study

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install stock-study using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).

Prefer to download?

Get the raw skill files in a ZIP archive.

What is Stock Study Equity Research?

The Stock Study skill is a specialized technical module designed for AI agents to perform the role of a senior equity research analyst. By integrating this skill into the Openclaw Skills ecosystem, developers and investors can automate the retrieval and synthesis of complex financial data, including revenue stream breakdowns, competitive moat analysis, and Wall Street consensus. It ensures high data integrity by requiring agents to cite every metric with its source and date, mimicking the rigorous standards of top-tier investment banks.

This skill is particularly valuable for users who need structured, tabular data on company performance and institutional activity. It provides a logical framework for evaluating single tickers, ensuring that no critical financial metric is overlooked while maintaining a clear audit trail of data sources.

Stock Study Equity Research Use Cases

  • Performing fundamental analysis on specific stock tickers like GM, YUM, or FUTU.
  • Monitoring Wall Street consensus to track shifts in analyst ratings and price targets.
  • Analyzing institutional holder activity and hedge fund position changes via SEC filings.
  • Generating comprehensive revenue stream tables for business model evaluation.

How Stock Study Equity Research Works

  1. The user triggers the skill by providing a specific stock ticker for investigation.
  2. The skill performs a multi-step analysis starting with a qualitative company overview and quantitative revenue breakdown.
  3. It aggregates current Wall Street sentiment, including the number of analysts, rating distributions, and recent upgrades or downgrades.
  4. It identifies top institutional holders and monitors notable hedge fund entries or exits.
  5. All data is synthesized into a Markdown report featuring mandatory source citations and data freshness flags.

Stock Study Equity Research Setup

To add this capability to your agent environment, ensure the skill definition is accessible to your Openclaw Skills workflow.

# Standard installation for Openclaw Skills
openclaw install stock-study

Configure your agent with the necessary financial data provider credentials to enable real-time retrieval of SEC filings and analyst consensus data.

Stock Study Equity Research Data Schema & Taxonomy

The Stock Study skill organizes research into a structured hierarchy to ensure clarity and professional presentation:

Section Data Type Key Components
Company Overview Text & Table Business description, Revenue % by stream, Competitive Moat
Market Consensus Metrics Analyst count, Buy/Hold/Sell firms, Price Target (Avg/High/Low)
Institutional Activity List Top 5 holders, QoQ changes, Hedge fund SEC filing dates
Metadata Citations Source name, Date of metric, Staleness flag (if >30 days)

Stock Study Equity Research Advanced Features

  • Automatic data freshness validation that flags any metric older than 30 days.
  • Deep-dive institutional tracking including specific SEC filing date references.
  • Dynamic table generation for complex revenue stream breakdowns.
  • Standardized citation protocol to ensure all financial data is verifiable and audit-ready.

SKILL.md


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